Senior Business Banker – Professional Practice

Maintain and Grow a Professional Practice Portfolio as a Business Banker for a solid and growing Regional Bank

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Job Description

Job Summary

The Senior Business Banker is responsible for managing a private banking portfolio of Professional Practice Clients and individuals with high net worth using banking strategies, solutions, and advice that is customized to the client’s needs.

Essential Job Duties & Responsibilities
  • Provides full-service banking to high value customers and oversees portfolio of custom credit relationships, with a significant number of Professional Practice clients.
  • Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service.
  • Grows client net revenue annually in core product areas. Achieves deposit and loan volume goals, approves loans, and sells additional fee based services.
  • Cross-sells bank products and acts as a liaison to other internal departments.
  • Generates leads and develops prospects and network to identify referrals to new clients. Presents and communicates to clients/prospects complex financial concepts and investment strategies in a way that is easily understood.
  • Serves as the client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters. Manages client expectations regarding what can and cannot be executed on their behalf; ensures financial strategies are kept current and appropriately aligned with client objectives.
  • Ensures all client inquiries and problems are resolved effectively and helps team members to acquire experience and establish credibility with clients.


Required Skills & Experience

  • 5-7 years of commercial and/or private banking experience.
  • Excellent communication (oral and written), including the ability to negotiate and build influence.
  • Ability to develop sales and negotiation skills to be effective in business development. Can interact with and develop centers of influence and other referral sources.
  • Identifies and resolves problems in a timely manner; develops alternative solutions; works well in group problem solving situations.
  • Understands business implications of decisions; displays orientation to profitability; aligns work with strategic goals.
  • Strong attention to detail and highly organized while focusing on work quality with the ability to establish priorities, meet deadlines and follow through.
  • Understands the basics of credit underwriting based on formal credit training.
  • Pursues training and development opportunities; strives to continuously build knowledge and skills.

Bachelor’s Degree in Finance, Accounting, Business, or related major.



Apply for this job: Senior Business Banker – Professional Practice